Default reports are available to support the most common reporting scenarios. Custom reports can be configured based on any reporting criteria needed.
Reports can be saved and downloaded as a print-ready document, or export it as a .csv file.
Here are a few scenarios covered by this newly available feature:
- Get a complete overview on all Bills pending authorization. Spot bottlenecks, find out who you’re waiting for, and take the appropriate action to speed up the process.
- View the current status of Purchase Orders (POs). This is useful to check if POs have been auto-approved by mistake due to incorrect conditions set in the Approval Matrix. Or, you could review all rejected POs in case something was rejected by mistake, or should be reviewed and approved at a later date.
- View all Bills forced by an Administrator. Perhaps you’re busy and choose to delegate the approval process to the platform Administrator. You can run a report and review the approvals later.
- See the Bills or Purchase Orders that have been approved but have not been fed to Xero. Occasionally a Xero update can break the integration between Xero and ApprovalMax. This report can help you stay on top of any outstanding approvals.